Institutional Ownership Elevance Health, Inc. (ELV)
This table provides information about the institutional ownership of Elevance Health, Inc. (ELV). We have compiled data on the 1,803 institutions that hold shares in the stock, with a total of 200 Million shares, which have been reported (via 13F filing form) to have a value of $85.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
150
shares
|
$64,078
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
150
shares
|
$64,078
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
146
shares
|
$62,369
0.01% of portfolio
|
Q4 2024
Reduced 3.95%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
139
shares
|
$59,379
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
135
shares
|
$57,670
0.01% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
135
shares
|
$57,670
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
133
shares
|
$56,816
0.01% of portfolio
|
Q4 2024
Reduced 82.36%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
130
shares
|
$55,534
0.02% of portfolio
|
Q3 2023
Added 7.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
130
shares
|
$55,534
0.02% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
126
shares
|
$53,825
0.02% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Feb 13, 2025 Q4 2024 |
120
shares
|
$51,262
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
109
shares
|
$46,563
0.02% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
105
shares
|
$44,854
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
105
shares
|
$44,854
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
104
shares
|
$44,427
0.01% of portfolio
|
Q1 2024
Reduced 20.0%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
100
shares
|
$42,719
0.01% of portfolio
|
Q4 2020
Reduced 50.0%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
100
shares
|
$42,719
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
100
shares
|
$42,719
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
99
shares
|
$42,291
0.01% of portfolio
|
Q3 2022
Added 5.32%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
97
shares
|
$41,437
0.0% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
96
shares
|
$41,010
0.0% of portfolio
|
Q4 2024
Reduced 39.62%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
93
shares
|
$39,728
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
91
shares
|
$38,874
0.01% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
91
shares
|
$38,874
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
91
shares
|
$38,874
0.01% of portfolio
|
Q4 2024
Reduced 20.87%
|